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Pacific Capital Wealth Advisors’s NIO NIO Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$436 – 268
2024
Q4 		$436 Hold
100
– – ﹤0.01% 371
2024
Q3 		$668 Hold
100
– – ﹤0.01% 446
2024
Q2 		$416 Hold
100
– – ﹤0.01% 475
2024
Q1 		$450 Sell
100
-20
-17% -$121 ﹤0.01% 493
2023
Q4 		$1.09K Buy
+120
New +$952 ﹤0.01% 303

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Pacific Capital Wealth Advisors's NIO Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of NIO (NIO) in Q1 2025, closing a stake of 100 shares — an estimated $436 sold.

Pacific Capital Wealth Advisors first reported a position in NIO in Q4 2023 and held it in 5 quarters. The position peaked at $1.09K in Q4 2023. 415 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 100 NIO shares in Q1 2025, an estimated $436.
  • Pacific Capital Wealth Advisors first reported a position in NIO in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's NIO position peaked at $1.09K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.